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Disclosery

MDYV SPDR SERIES TRUST

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ST STR SP400VAL (fund)

373 managers (376 13F filers) reported a position in MDYV shares at 2024-12-31, 29,846,282 shares in all. 27 filers opened a position and 18 filers sold out during the quarter.

Managers
373
13F filers
376
New
27
Added
162
Reduced
100
Sold out
18
Shares held by filers
29,846,282

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
NewEdge Advisors, LLC6,174$495K<0.01%+81113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,166$495K<0.01%+6,09313F-HRTimelineGroup
COMERICA BANK6,055$486K<0.01%-17413F-HR/ATimeline
Beacon Financial Advisory LLC6,049$485K0.16%new13F-HRTimeline
Strategic Financial Concepts, LLC5,993$481K0.09%+7413F-HR/ATimeline
Crescent Grove Advisors, LLC5,864$470K0.05%013F-HRTimeline
Financial Network Wealth Advisors LLC5,774$463K0.86%-3,80613F-HRTimeline
Meridian Financial Advisors, LLC5,763$462K0.32%+10013F-HRTimeline
Meridian Wealth Management, LLC5,730$460K0.02%+5913F-HRTimeline
Sensible Money, LLC5,702$457K0.2%-4513F-HRTimeline
Atria Wealth Solutions, Inc.5,695$457K0.01%+28313F-HRTimeline
PRIVATE TRUST CO NA5,690$456K0.05%-9413F-HRTimeline
IFP Advisors, Inc5,572$447K0.01%-14,47913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…5,456$438K0.04%+98113F-HRTimelineGroup
Joseph Group Capital Management5,408$434K0.17%-41513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,318$427K<0.01%+2,12913F-HRTimelineGroup
ACAS, LLC5,116$426K0.32%-63213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,278$423K0.16%+61513F-HRTimeline
STALEY CAPITAL ADVISERS INC5,111$410K0.02%013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC5,054$405K0.23%-26513F-HRTimeline
Burt Wealth Advisors5,041$404K0.1%+5613F-HRTimeline
Topsail Wealth Management, LLC4,995$401K0.09%13F-HRTimeline
ProVise Management Group, LLC4,960$398K0.03%013F-HRTimeline
Financial Advocates Investment Manageme…4,954$397K0.02%+7113F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,848$389K0.03%013F-HRTimeline
Trueblood Wealth Management, LLC4,841$388K0.19%013F-HRTimeline
&PARTNERS4,761$384K<0.01%+1,79313F-HRTimeline
Friday Financial4,756$381K0.26%13F-HRTimeline
J.W. COLE ADVISORS, INC.4,751$381K0.02%+12613F-HRTimeline
Fort Point Capital Partners LLC4,751$381K0.04%+2113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,712$378K0.01%-7,51013F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT4,625$371K0.03%-5713F-HRTimeline
Apeiron RIA LLC4,538$364K0.1%-32113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,527$363K<0.01%013F-HRTimelineGroup
Avant Capital LLC4,510$362K0.3%13F-HRTimeline
Wallace Advisory Group, LLC4,535$360K0.25%-21113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,427$355K0.13%-1013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC4,417$354K0.31%13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,264$342K0.01%+6213F-HRTimelineGroup
Retirement Planning Group, LLC4,254$341K0.02%+1,01013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC4,053$325K0.08%-6213F-HRTimeline
Acorn Wealth Advisors, LLC4,052$325K0.13%-14213F-HRTimeline
EWG Elevate Inc.4,034$323K0.1%new13F-HRTimeline
NORDEN GROUP LLC3,998$321K0.04%+91313F-HRTimeline
Measured Wealth Private Client Group, L…3,989$320K0.1%-3813F-HRTimeline
Centerpoint Advisors, LLC3,924$315K0.11%013F-HRTimeline
NTV Asset Management LLC3,835$308K0.04%+11013F-HRTimeline
Rehmann Capital Advisory Group3,829$307K0.02%+49613F-HRTimeline
ABLE Financial Group, LLC3,580$287K0.08%-29613F-HRTimeline
Quadcap Wealth Management, LLC3,456$277K0.04%013F-HRTimeline
Alta Wealth Advisors LLC3,443$276K0.12%new13F-HRTimeline
Schneider Downs Wealth Management Advis…3,395$272K0.05%-24913F-HRTimeline
KDK Private Wealth Management, LLC3,394$272K0.28%13F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC3,329$267K0.24%13F-HRTimeline
Summit Investment Advisory Services, LLC3,303$265K0.14%+35713F-HRTimeline
MOTIVE WEALTH ADVISORS3,206$257K0.14%-54613F-HRTimeline
Beaumont Financial Advisors, LLC3,189$256K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,186$256K<0.01%013F-HRTimeline
Persium Advisors, LLC3,175$255K0.25%13F-HRTimeline
Cornerstone Wealth Management, LLC3,122$250K0.02%-44613F-HRTimeline
Cypress Wealth Services, LLC3,113$250K0.05%-25013F-HRTimeline
Destiny Capital Corp/CO3,108$249K0.15%-1813F-HRTimeline
CENTRAL TRUST Co3,105$249K0.01%+26513F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC3,092$248K0.06%+713F-HRTimelineGroup
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,090$248K0.02%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC2,950$237K<0.01%+10413F-HRTimeline
Redhawk Wealth Advisors, Inc.2,863$230K0.03%-3113F-HRTimeline
Urban Financial Advisory Corp2,827$227K0.12%+1713F-HRTimeline
Texas Yale Capital Corp.2,825$227K0.01%013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,823$226K0.02%013F-HRTimeline
Steward Partners Investment Advisory, L…2,821$226K<0.01%+12013F-HRTimeline
BIP Wealth, LLC2,802$225K0.02%new13F-HRTimeline
Embree Financial Group2,759$221K0.04%-6213F-HRTimeline
AVISO WEALTH MANAGEMENT2,755$221K0.11%-22913F-HRTimeline
Somerset Trust Co2,733$219K0.08%013F-HRTimeline
CMC Financial Group2,720$218K0.47%new13F-HRTimeline
Goldstein Advisors, LLC2,711$217K0.03%+513F-HRTimeline
HARBOUR INVESTMENTS, INC.2,701$217K0.01%+313F-HRTimeline
VANCE WEALTH, LLC2,699$216K0.08%+4613F-HRTimeline
Moloney Securities Asset Management, LLC2,675$215K0.03%-46813F-HRTimeline
APPLETON PARTNERS INC/MA2,673$214K0.02%-13013F-HRTimeline
Western Wealth Management, LLC2,665$214K0.01%new13F-HR/ATimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.2,640$212K<0.01%new13F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,575$206K<0.01%new13F-HRTimelineGroup
DRW Securities, LLC2,546$204K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,501$201K0.01%-18313F-HR/ATimelineGroup
Note Advisors, LLC2,495$200K0.18%13F-HRTimeline
Wilmington Savings Fund Society, FSB2,471$198K<0.01%+2,45013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,357$189K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,285$183K0.07%013F-HRTimeline
Tradewinds Capital Management, LLC2,276$183K0.05%+1313F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,090$175K0.01%-24913F-HRTimeline
Sachetta, LLC2,063$165K0.07%+1913F-HRTimeline
Iron Horse Wealth Management, LLC1,903$153K0.05%-3213F-HRTimeline
Pinnacle Bancorp, Inc.1,619$130K0.04%+78213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,515$122K<0.01%-8713F-HRTimeline
Bellwether Advisors, LLC1,183$94.9K0.02%new13F-HRTimeline
UMB Bank, n.a.978$78.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
US BANCORP \DE\in group US BANCORP \DE\955$76.6K<0.01%013F-HRTimelineGroup
EPG Wealth Management LLC842$67.6K0.02%+513F-HRTimeline
AdvisorNet Financial, Inc818$65.6K0.01%-1513F-HRTimeline
Centricity Wealth Management, LLC741$59.4K0.06%13F-HRTimeline
Smithfield Trust Co700$56K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd649$52K<0.01%+46213F-HRTimeline
CoreCap Advisors, LLC644$51.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV635$50.9K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.622$49.9K0.02%+413F-HRTimeline
PSI Advisors, LLC588$47.1K0.01%+213F-HRTimeline
Capital Investment Advisory Services, L…567$45.5K<0.01%+513F-HRTimeline
Crews Bank & Trust565$45.3K0.01%13F-HRTimeline
Tidemark, LLC532$42.7K0.02%013F-HRTimeline
BALLAST ADVISORS LLC531$42.6K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…504$40.4K0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC474$38.1K<0.01%+213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.452$36.4K<0.01%+3913F-HRTimelineGroup
Princeton Global Asset Management LLC452$36.3K0.01%+213F-HRTimeline
Millstone Evans Group, LLC452$36.2K0.02%13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC406$32.6K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.398$31.9K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB351$28.1K<0.01%+31913F-HRTimeline
Caitlin John, LLC330$26.5K0.02%013F-HRTimeline
Wood Tarver Financial Group, LLC332$26K0.01%13F-HRTimeline
Copia Wealth Management310$24.9K0.02%13F-HRTimeline
Sunbelt Securities, Inc.311$24.8K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC309$24.8K<0.01%+28313F-HRTimelineGroup
Front Row Advisors LLC300$24.1K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC299$24K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC276$22.1K0.01%new13F-HRTimeline
Key Financial Inc274$22K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC266$21.3K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC262$21K<0.01%-44813F-HRTimelineGroup
Family Capital Trust Co251$20.1K0.01%013F-HRTimeline
Cordgrass Capital Advisors, LLC233$18.7K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC231$18.6K<0.01%+113F-HRTimeline
Manchester Capital Management LLC228$18.3K<0.01%013F-HRTimeline
BFSG, LLC223$17.9K<0.01%013F-HRTimeline
Decker Retirement Planning Inc.218$17.5K0.01%13F-HRTimeline
TD Capital Management LLC215$17.2K<0.01%+113F-HRTimeline
Future Financial Wealth Managment LLC210$16.8K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC209$16.8K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC200$16K<0.01%013F-HRTimelineGroup
Beacon Capital Management, LLC191$15.4K<0.01%+113F-HRTimeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…180$14.4K<0.01%013F-HRTimeline
Clearstead Trust, LLC177$14.2K<0.01%013F-HRTimeline
Stephens Consulting, LLC151$12.1K<0.01%+113F-HRTimeline
Tower View Wealth Management LLC151$12.1K0.01%+113F-HRTimeline
PrairieView Partners, LLC155$12K<0.01%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC134$10.7K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.125$10K<0.01%013F-HRTimeline
Arax Advisory Partners113$9.1K<0.01%013F-HRTimeline
Parallel Advisors, LLC108$8.66K<0.01%new13F-HRTimeline
Transce3nd, LLC96$7.7K<0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…83$6.66K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC76$6K<0.01%+1213F-HRTimeline
Crewe Advisors LLC63$5.05K<0.01%-5013F-HRTimeline
Robinswood Financial LLC56$4.52K<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC40$3.28K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40$3.28K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…31$2.49K<0.01%013F-HRTimelineGroup
Cedar Mountain Advisors, LLC26$2.08K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.25$2.08K<0.01%13F-HRTimeline
Smartleaf Asset Management LLC26$2.08K<0.01%new13F-HRTimeline
Archer Investment Corp23$1.84K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC22$1.76K<0.01%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC19$1.52K<0.01%-32513F-HRTimelineGroup
WEST PACES ADVISORS INC.19$1.52K<0.01%new13F-HRTimeline
Bullock Wealth Management Group17$1.33K<0.01%013F-HRTimeline
Continuum Advisory, LLC14$1.12K<0.01%-28113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP5$401<0.01%013F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2$160<0.01%-113F-HRTimelineGroup
Sound Income Strategies, LLC1$80<0.01%new13F-HRTimeline
Provident Wealth Management, LLC1$80<0.01%013F-HRTimeline
First Horizon Advisors, Inc.0$33<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.